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Get Institutions for : 
iShares Tr Russell MidCap Gr (IWP)  
$107.44 2.03 (1.85%) as of 4:30 Tue 4/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 942    20
Total shares held : 
 100,065,662  
% of shares held : 
 13.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   111  
Amount of shares held : 
 76,560  
% of shares held change : 
   0.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $90.86  
Last Quarter's Ending Price : 
 $104.46  
Last Quarter's Average Price : 
 $94.80  
Change from last quarter's     
avg. price to the last closing  : 
12.64 (13.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
66
 1,213,762
 1.21%
 
Increased Positions :
351
 3,722,219
 3.72%
 
Unchanged Positions :
265
 2,387,012
 2.39%
 
Decreased Positions :
260
-4,533,197
-4.53%
 
Closed Positions :
46
-326,224
-0.33%
 
Guru Positions :
2
41,497
 0.04%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 190 - 2023-12-31 10,930,470 $1,141,797,000 12,759
   JONES FINANCIAL COMPANIES LLLP 30 - 2023-12-31 3,918,325 $409,308,000 92,345
   COMMONWEALTH EQUITY SERVICES LLC. 23 - 2023-12-31 2,871,614 $299,969,000 63,473
   UBS Group AG 211 - 2023-12-31 2,348,651 $245,340,000 51,922
   ENVESTNET ASSET MANAGEMENT INC 198 - 2023-12-31 2,210,427 $230,901,000 43,938
   Cassaday & Co Wealth Management LLC 2 - 2023-12-31 2,034,598 $212,534,000 26,997
   LPL FINANCIAL CORP 176 - 2023-12-31 1,640,404 $171,357,000 40,060
   FIRST CITIZENS BANK & TRUST CO 7 - 2024-03-31 1,406,752 $160,567,000 218,287
   US BANCORP 85 - 2023-12-31 1,528,182 $159,634,000 66,389
   Envestnet Portfolio Solutions Inc. 40 - 2023-12-31 1,254,941 $131,091,000 85,474
   GOLDMAN SACHS GROUP INC/ 664 - 2023-12-31 953,327 $99,585,000 7,226
   BB&T CORP 136 - 2023-12-31 911,338 $95,198,000 31,235
   ROYAL BANK OF CANADA 512 - 2023-12-31 861,871 $90,031,000 72,553
   Atlantic Trust Group LLC 127 - 2023-12-31 752,570 $78,614,000 52,441
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 116 - 2023-12-31 691,965 $72,287,000 62,569
   CULLEN FROST BANKERS INC 20 - 2023-12-31 666,877 $69,662,000 119,872
   Equitable Holdings Inc. 27 - 2023-12-31 588,791 $61,505,000 42,287
   BARCLAYS PLC 468 - 2023-12-31 510,940 $53,373,000 510,020
   STEPHENS GROUP ASSET MANAGEMENT LLC 10 - 2024-03-31 455,737 $52,018,000 2,293
   MARINER WEALTH ADVISORS, LLC 166 - 2023-12-31 489,422 $51,125,000 7,264
   AE Wealth Management LLC 87 - 2023-12-31 437,609 $45,818,000 198,473
   STEPHENS INC /AR/ 26 - 2023-12-31 376,127 $39,290,000 25,005
   WADE G W & INC 23 - 2023-12-31 337,729 $35,279,000 10,599
   RTD Financial Advisors Inc. 6 - 2024-03-31 295,725 $33,754,000 11,294
   Orion Portfolio Solutions LLC 49 - 2023-12-31 307,253 $31,564,000 20,835
   HIGHTOWER ADVISORS, LLC 372 - 2023-12-31 277,351 $28,980,000 10,425
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 18 - 2023-12-31 272,347 $28,449,000 26,454
   COMERICA BANK 142 - 2023-12-31 271,730 $28,385,000 7,599
   TRUEPOINT, INC. 21 - 2023-12-31 258,388 $26,991,000 11,931
   Proficio Capital Partners LLC 7 - 2023-12-31 229,558 $24,049,000 1,722
   CLS INVESTMENT FIRM LLC 39 - 2022-12-31 280,606 $23,459,000 4,927
   Badgley Phelps Wealth Managers LLC 51 - 2023-12-31 222,049 $23,195,000 16,951
   Baird Financial Group Inc. 294 - 2023-12-31 219,391 $22,918,000 25,107
   CAPTRUST FINANCIAL ADVISORS 229 - 2023-12-31 200,541 $20,948,000 16,465
   SRS Capital Advisors Inc. 17 - 2023-12-31 198,177 $20,702,000 197,925
   Steward Partners Investment Advisory LLC 77 - 2023-12-31 187,378 $19,574,000 24,300
   BANK OF MONTREAL /CAN/ 690 - 2023-12-31 182,378 $19,173,000 43,786
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 273 - 2024-03-31 161,211 $18,401,000 10,759
   FINANCIAL NETWORK 205 - 2023-12-31 175,121 $18,293,000 7,367
   GenWealth Group Inc. 8 - 2024-03-31 158,219 $18,059,000 10,536
   Rockefeller Capital Management L.P. 321 - 2023-12-31 162,705 $16,996,000 7,784
   LBJ Family Wealth Advisors Ltd. 4 - 2024-03-31 140,762 $16,067,000 5,187
   NORTHERN TRUST CORP 1765 - 2023-12-31 153,358 $16,020,000 16,715
   PRUDENTIAL FINANCIAL INC 505 - 2023-12-31 151,377 $15,813,000 7,286
   Kestra Advisory Services LLC 191 - 2023-12-31 137,112 $14,323,000 3,912
   UMB BANK N A/MO 92 - 2024-03-31 122,725 $14,008,000 16,966
   MULTIFINANCIAL SECURITIES CORP 112 - 2023-12-31 133,412 $13,936,000 7,077
   STIFEL FINANCIAL CORP 649 - 2023-12-31 132,884 $13,882,000 4,549
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 79 - 2023-12-31 130,359 $13,617,000 4,972
   MONETA GROUP INVESTMENT ADVISORS INC 60 - 2023-12-31 128,293 $13,401,000 19,038
   KESTRA PRIVATE WEALTH SERVICES LLC 73 - 2023-12-31 125,603 $13,120,000 6,949
   First Citizens Asset Management Inc. 11 - 2023-12-31 114,955 $12,732,000 57,469
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 416 - 2024-03-31 106,663 $12,175,000 1,215
   RMB CAPITAL MANAGEMENT LLC 85 - 2023-12-31 114,684 $11,980,000 14,422
   MCCORMACK ADVISORS INTERNATIONAL 120 - 2023-12-31 114,137 $11,923,000 8,632
   ING INVESTMENT MANAGEMENT LLC 556 - 2023-12-31 112,779 $11,781,000 34,351
   TCG Advisory Services LLC 32 - 2023-12-31 109,507 $11,439,000 300
   Occidental Asset Management LLC 15 - 2024-03-31 90,322 $10,309,000 1,453
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 98,374 $10,276,000 5,873
   EP WEALTH ADVISORS, INC. 108 - 2023-12-31 91,198 $9,527,000 388
   SOUTHERN CAPITAL ADVISORS LLC - 2023-12-31 87,626 $9,153,000 790
   PATHSTONE FAMILY OFFICE, LLC 183 - 2023-09-30 611,166 $9,056,000 531,356
   Simplicity WealthLLC 105 - 2024-03-31 71,617 $8,174,000 26,527
   Whitaker-Myers Wealth Managers LTD. 8 - 2024-03-31 71,414 $8,151,000 8,602
   Pegasus Partners Ltd. 21 - 2024-03-31 70,307 $8,025,000 712
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 306 - 2023-12-31 73,775 $7,707,000 792
   MERCER GLOBAL ADVISORS INC /ADV 368 - 2023-12-31 72,221 $7,544,000 1,578
   Cetera Investment Advisers 306 - 2023-12-31 72,109 $7,533,000 8,186
   BP WEALTH MANAGEMENT LLC 131 - 2023-12-31 70,365 $7,350,000 57,939
   Argent Trust Co 64 - 2023-12-31 69,525 $7,263,000 40,019
   FIRST MERCHANTS CORP 59 - 2024-03-31 62,730 $7,160,000 1,135
   XML Financial LLC 39 - 2023-12-31 68,540 $7,160,000 4,547
   CONNING ASSET MANAGEMENT CO. 89 - 2024-03-31 60,781 $6,938,000 951
   J.W. COLE ADVISORS INC. 49 - 2023-12-31 65,993 $6,894,000 2,492
   OPPENHEIMER & CO INC 192 - 2023-12-31 64,858 $6,775,000 15,677
   Mill Creek Capital Advisors LLC 40 - 2023-12-31 64,365 $6,724,000 115
   FREESTONE CAPITAL HOLDINGS, LLC 64 - 2023-12-31 64,271 $6,714,000 15,655
   CB&T WEALTH MANAGEMENT 10 - 2024-03-31 58,144 $6,637,000 120
   Crescent Grove Advisors LLC 31 - 2023-12-31 63,046 $6,586,000 9,000
   MODERA WEALTH MANAGEMENT, LLC 142 - 2023-12-31 54,907 $5,736,000 48,151
   H D Vest Advisory Services 260 - 2023-12-31 53,121 $5,549,000 4,588
   Stonebridge Capital Advisors LLC 57 - 2023-12-31 52,558 $5,490,000 58
   CWM LLC 404 - 2024-03-31 47,491 $5,421,000 2,807
   CONDOR CAPITAL MANAGEMENT 39 - 2023-12-31 51,000 $5,327,000 2,754
   VANCE WEALTH INC. 9 - 2023-12-31 49,120 $5,131,000 82
   Mainsail Financial Group LLC 9 - 2024-03-31 44,514 $5,081,000 139
   9258 Wealth Management LLC 23 - 2023-12-31 47,897 $5,003,000 4,375
   OLD NATIONAL BANCORP /IN/ 149 - 2024-03-31 43,551 $4,971,000 1,730
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1140 - 2023-12-31 46,045 $4,810,000 13,659
   Cresset Asset Management LLC 343 - 2023-12-31 45,633 $4,767,000 23,536
   INVESTMENT PARTNERS LTD /OH/ /ADV 10 - 2024-03-31 41,721 $4,762,000 121
   Lido Advisors LLC 254 - 2023-12-31 44,469 $4,645,000 4,979
   TRANSAMERICA FINANCIAL ADVISORS, INC. 28 - 2023-12-31 43,345 $4,528,000 3,353
   Bellwether Advisors LLC 27 - 2023-12-31 42,914 $4,483,000 42,914
   CLEAR HARBOR ASSET MANAGEMENT, LLC 60 - 2023-12-31 41,705 $4,357,000 118
   Holt Capital Advisors L.L.C. dba Holt Capital Part 28 - 2023-12-31 40,830 $4,265,000 1,780
   HPM Partners LLC - 2023-12-31 40,284 $4,208,000 14,107
   CITIGROUP INC 1194 - 2023-12-31 39,949 $4,173,000 3,771
   Total Clarity Wealth Management Inc. 11 - 2024-03-31 36,150 $4,126,000 3,252
   Dentgroup LLC 9 - 2024-03-31 35,287 $4,028,000 1,619
  100 Records found
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